American Institute for Advanced Investment Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

American Institute for Advanced Investment Management’s Portfolio VOT Stock Details VOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.44M	Buy	4,706 +19	+0.4%	+$5.48K	0.83%	32
2026 Q1	$1.21M	Sell	4,687 -90	-2%	-$24.7K	0.78%	39
2025 Q4	$1.33M	Hold	4,777	–	–	0.86%	36
2025 Q3	$1.4M	Hold	4,777	–	–	0.92%	29
2025 Q2	$1.36M	Sell	4,777 -8	-0.2%	-$2.06K	0.96%	29
2025 Q1	$1.17M	Hold	4,785	–	–	0.89%	32
2024 Q4	$1.21M	Hold	4,785	–	–	0.91%	31
2024 Q3	$1.17M	Sell	4,785 -300	-6%	-$69.9K	0.83%	34
2024 Q2	$1.17M	Hold	5,085	–	–	0.89%	33
2024 Q1	$1.2M	Sell	5,085 -43	-0.8%	-$9.63K	0.95%	30
2023 Q4	$1.13M	Hold	5,128	–	–	0.99%	27
2023 Q3	$999K	Hold	5,128	–	–	0.93%	33
2023 Q2	$1.06M	Buy	5,128 +2,692	+111%	+$522K	0.92%	31
2023 Q1	$475K	Sell	2,436 -2,739	-53%	-$524K	0.51%	56
2022 Q4	$930K	Hold	5,175	–	–	0.85%	36
2022 Q3	$883K	Hold	5,175	–	–	0.82%	39
2022 Q2	$908K	Buy	5,175 +43	+0.8%	+$8.32K	0.8%	40
2022 Q1	$1.14M	Sell	5,132 -725	-12%	-$160K	0.83%	38
2021 Q4	$1.49M	Sell	5,857 -20	-0.3%	-$5.04K	1%	31
2021 Q3	$1.39M	Sell	5,877 -982	-14%	-$238K	0.98%	33
2021 Q2	$1.62M	Sell	6,859 -455	-6%	-$102K	1.14%	25
2021 Q1	$1.57M	Sell	7,314 -45	-0.6%	-$9.76K	1.2%	25
2020 Q4	$1.56M	Buy	7,359 +170	+2%	+$33.5K	1.25%	26
2020 Q3	$1.29M	Sell	7,189 -305	-4%	-$53.8K	1.16%	30
2020 Q2	$1.24M	Buy	7,494 +78	+1%	+$11.8K	1.17%	30
2020 Q1	$940K	Sell	7,416 -1,595	-18%	-$242K	1.02%	33
2019 Q4	$1.43M	Buy	+9,011	New	+$1.37M	1.38%	26

Other funds holding VOT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

American Institute for Advanced Investment Management's VOT Position: Q2 2026 in Review

American Institute for Advanced Investment Management increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.41% in Q2 2026, buying an estimated $5.48K and bringing the position to 4,706 shares worth $1.44M. The position accounts for 0.83% of the portfolio, ranked #32.

American Institute for Advanced Investment Management first reported a position in VOT in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.62M in Q2 2021. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

American Institute for Advanced Investment Management held 4,706 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.44M as of Q2 2026.
American Institute for Advanced Investment Management bought 19 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $5.48K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.83% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #32 holding.
American Institute for Advanced Investment Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2019 and has held it in 27 quarters since.
American Institute for Advanced Investment Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.62M in Q2 2021.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.